About ARZDX
The AMG River Road Dividend All Cap Value Fund Class Z is a mutual fund that seeks to deliver both high current income and long-term capital appreciation. Its primary focus is on investing in a diversified portfolio of income-producing equity securities, which includes dividend-paying common stocks, publicly traded partnerships, and real estate investment trusts. The fund employs an 'all cap' approach, investing across the entire spectrum of market capitalizations—large, mid, and small cap companies—within a value-oriented framework. This strategy aims for a yield exceeding 150% of the Russell 3000 Value Index and strives to deliver a total return that outpaces the index by 200 to 400 basis points over the long term, while maintaining lower volatility. Managed by an experienced team at River Road Asset Management, the fund emphasizes high-quality holdings with attractive dividend characteristics and sector diversification, spanning technology, energy, financial services, consumer defensive, and communication services. Over time, it has positioned itself as a significant vehicle for investors seeking regular income and capital preservation through disciplined value investing and a focus on risk management.
Fund Family AMG Funds
Category Large Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol ARZDX
Share Class Class Z Shares
Index Russell 3000 Value TR
ARZDX had a total return of -7.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.65%.
